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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
551
Sunbelt Securities
Texas
$30.5K – – –
Comerica Bank
552
Comerica Bank
Texas
$29.2K -$8.72K -153 -23%
CA
553
Continuum Advisory
Idaho
$25.3K +$25.3K +447 New
CT
554
Colonial Trust
South Carolina
$22.8K -$25.4K -445 -53%
PS
555
Principal Securities
Iowa
$20.7K – – –
VWWMG
556
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K +$20.5K +359 New
CPG
557
Cornerstone Planning Group
New Jersey
$14.4K -$33.6K -603 -70%
JFA
558
JNBA Financial Advisors
Minnesota
$7.41K -$342 -6 -4%
PCM
559
Penserra Capital Management
California
$7K +$7K +136 New
Qube Research & Technologies (QRT)
560
Qube Research & Technologies (QRT)
United Kingdom
$2.79K -$83.4K -1,463 -97%
QC
561
Quent Capital
New York
$1.6K +$456 +8 +40%
DFA
562
DHJJ Financial Advisors
Illinois
$570 – – –
HNB
563
Huntington National Bank
Ohio
$57 -$52 – –
MA
564
Mutual Advisors
Nebraska
– -$8.52M -164,451 Closed
Jane Street
565
Jane Street
New York
– -$5.7M -110,034 Closed
HWM
566
HFG Wealth Management
Texas
– -$3.05M -58,837 Closed
MHS
567
M Holdings Securities
Oregon
– -$2.08M -40,147 Closed
CWM
568
Curi Wealth Management
North Carolina
– -$524K -10,116 Closed
CAP
569
Columbia Advisory Partners
Washington
– -$478K -9,216 Closed
SCM
570
Sollinda Capital Management
Florida
– -$374K -7,214 Closed
FSCM
571
Front Street Capital Management
Montana
– -$219K -4,223 Closed
CCMG
572
Clark Capital Management Group
Pennsylvania
– -$203K -3,922 Closed
MSWM
573
McGlone Suttner Wealth Management
Wisconsin
– -$194K -3,747 Closed
TWM
574
Tradition Wealth Management
Minnesota
– -$149K -2,883 Closed
FGAM
575
Financial Gravity Asset Management
Texas
– -$540K -2,679 Closed
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